Best Financial Advisors in St. Clair Shores, MI

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List of Firms

St. Clair Shores, MI Fiduciary Financial Advisors

Patrick Klenner - Thrivent
Location 22725 Greater Mack Ave STE 206, St Clair Shores, MI 48080, USA
Phone (586) 773-7596
Michele Nehls
Location 21800 Greater Mack Ave, St Clair Shores, MI 48080, USA
Phone (586) 948-3257
SRH Investments
Location 20200 Stephens St, St Clair Shores, MI 48080, USA
Phone (586) 944-2216
LPL Financial
SEC File# 801-10970
CRD# 6413

5 out of 5

Location 24220 Jefferson Ave # A, St Clair Shores, MI 48080, USA
Phone (586) 771-8131
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Bowman Asset Management Inc
Location 25801 Harper Ave Suite 3, St Clair Shores, MI 48081, USA
Phone (313) 343-0800
Kalich Financial Services Inc
Location 21924 Sunnyside St, St Clair Shores, MI 48080, USA
Phone (586) 775-1239
True North Financial Services
Location 100 Maple Park Blvd #120, St Clair Shores, MI 48081, USA
Phone (877) 445-1776
Erika Fitzhugh - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 200 Maple Park Blvd Ste 206, St Clair Shores, MI 48081, USA
Phone (586) 778-2600
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Joseph N Trocchio & Co
Location 27735 Jefferson Ave, St Clair Shores, MI 48081, USA
Phone (586) 777-9525
Raymond James Financial Services
Location 27735 Jefferson Ave, St Clair Shores, MI 48081, USA
Phone (586) 777-9525
R J Sutts & Co
Location 24020 Violet Ln, St Clair Shores, MI 48082, USA
Phone (586) 296-3752
Advantage Wealth Benefit and Retirement Services LLC

5 out of 5

Location 27739 Jefferson Ave Suite #103, St Clair Shores, MI 48081, USA
Phone (800) 388-5013
Edward Jones
SEC File# 801-3297
CRD# 250
Location 28501 Little Mack Ave, St Clair Shores, MI 48081, USA
Phone (586) 774-1880
Jeff Brayton - Raymond James
SEC File# 801-114302
CRD# 299129
Location 23201 Jefferson Ave, St Clair Shores, MI 48080, USA
Phone (586) 498-0788
Homecomings Financial-Hope
Location 24516 Harper Ave, St Clair Shores, MI 48080, USA
Phone (586) 443-4450
Edward Jones - Financial Advisor: Michael Pominville
SEC File# 801-3297
CRD# 250
Location 28501 Little Mack Ave, St Clair Shores, MI 48081, USA
Phone (586) 774-1880
Cavanaugh Financial Planning
Location 29152 Jefferson Ct, St Clair Shores, MI 48081, USA
Phone (586) 294-6885
Edward Jones
SEC File# 801-3297
CRD# 250
Location 23780 Harper Ave Suite A, St Clair Shores, MI 48080, USA
Phone (586) 204-2792
Lakeshore Financial Planning
SEC File# 801-114302
CRD# 299129

5 out of 5

Location 23201 Jefferson Ave, St Clair Shores, MI 48080, USA
Edward Jones
SEC File# 801-3297
CRD# 250

5 out of 5

Location 27815 Harper Ave, St Clair Shores, MI 48081, USA
Phone (586) 778-6593
GHD Financial Advisory Services
SEC File# 801-61089
CRD# 117756
Location 21420 Greater Mack Ave, St Clair Shores, MI 48080, USA
Phone (586) 771-2000
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About St. Clair Shores, MI

St. Clair Shores is a city in Michigan that is located on the shores of Lake St. Clair. It is home to many popular landmarks, including the Lakeshore Mall, the St. Clair Inn, and the Civic Center. The top employers in the city include the St. Clair County government, Shoreline Hospital, and Meijer. Major highways and streets in the city include I-94 and Jefferson Avenue. The neighborhoods in St. Clair Shores are varied and include everything from upscale lakefront communities to traditional Midwestern neighborhoods.

Where Certified Financial Advisors in St. Clair Shores, MI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of St. Clair Shores, MI can take advantage of a variety of banking services provided by local and national banks. Services offered include checking and savings accounts, loans, mortgages, and investment advice. Many banks also offer online and mobile banking which allows customers to conduct transactions from anywhere at any time.

Insurance Broker

Residents of St. Clair Shores, MI can rely on insurance brokers to provide them with the best possible coverage for their needs. Insurance brokers have the expertise and experience to help residents find the right policies at the best rates. They can also help residents file claims and get the compensation they deserve after an accident or other incident.

Retirement Planning

Most St. Clair Shores, MI residents want to retire comfortably, but they may not know how to go about it. That's where financial advisors come in. Financial advisors can help residents plan their retirement by outlining the various options available and helping them choose the best one for their needs. They can also provide guidance on how to save for retirement and what investments to make. In short, financial advisors can help St. Clair Shores, MI residents achieve their retirement goals.

Wealth Management

Residents of St. Clair Shores, MI can benefit from wealth management services in order to make the most of their money. Wealth management can help people save for retirement, invest for the future, and plan for major life events. By working with a wealth manager, residents can rest assured that their money is being handled in a responsible and effective way.

Estate Planning Lawyer

Estate planning lawyers in St. Clair Shores, MI can help residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, residents can rest assured knowing that their wishes will be carried out exactly as they intended. Estate planning attorneys can also help residents plan for incapacity, by setting up power of attorney or health care directives.

Mortgage Loan Officer

Mortgage loan officers in St. Clair Shores, MI can help residents of the city get the best mortgage products for their needs. There are a variety of mortgage products available, and it is important to work with an experienced loan officer who can help you find the product that is best for you. Residents of St. Clair Shores should consult with local mortgage lenders to learn more about the products they offer and how they can help you buy your dream home.

Tax Services

Tax accountants can help St. Clair Shores, MI residents by filing their taxes and making sure they get the best possible return on their investment. They can also help with budgeting and tax planning, which can help residents save money in the long run.

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FAQs About Personal Financial Advisors in St. Clair Shores, MI